## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Integrate Zoho Books with Microsoft 365

Microsoft 365 is widely used by businesses to manage their daily operations. By integrating it with Zoho Books, you can quickly invite users from your Microsoft 365 account and import all your customers information. Additionally, the integration allows you to:

*   View emails you’ve sent to your customers in your Zoho Books organization
*   Include email attachments in transactions
*   Add email conversations to a transaction’s activity history

**Prerequisite:**A Microsoft 365 account is required to integrate with Zoho Books.

## Integrate Microsoft 365 with Zoho Books

To integrate your Microsoft 365 account with Zoho Books:

*   Log in to your Zoho Books account.

**Note:** You can also log in to your Zoho Books account using your Microsoft 365 account. To do this, click **Sign in** at the top right of the page, then click the **Microsoft** icon to continue with your Microsoft 365 account. Enter your **email ID** or **phone number** and click **Next** on the sign in page. Then, enter your **account password** and click **Sign in**.

*   Go to **Settings** in the top-right corner.
*   Select **Other Apps** under _Integrations & Marketplace_.
*   Navigate to _Microsoft 365/Outlook_ and click **Enable Integration**.
*   Click **Microsoft 365 Account** in the dropdown.

![Enable Integration](/books/help/images/integrations/microsoft-365/enable-integration.png)

*   Click **Proceed** in the pop-up.
*   Enter your email ID or phone number and click **Next** on the Microsoft _Sign In_ page.

![Sign In](/books/help/images/integrations/microsoft-365/sign-in-page.png)

*   Enter your account password and click **Sign in**.

![Sign In](/books/help/images/integrations/microsoft-365/enter-password.png)

Your Zoho Books organization will be integrated with your Microsoft 365 account.

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## Import Customers From Microsoft 365

By integrating your Zoho Books account with Microsoft 365, you can seamlessly import all your customers from Microsoft 365 in one go. Here’s how:

*   Log in to your Zoho Books account.
*   Go to _Sales_ on the left sidebar and select **Customers**.
*   Click the _More_ icon in the top right corner of the page.
*   Click Import and select **Import Customers From Microsoft 365**.
*   Click **Add** next to the contacts that you want to import, and click **Continue**.
*   On the **Map Fields** page, match the fields in Zoho Books with the corresponding fields in your Microsoft 365 account.

![Import Customers](/books/help/images/integrations/microsoft-365/map-fields.png)

*   Click **Import**.

The selected contacts will be imported from your Microsoft 365 account into Zoho Books. You can then record additional details such as tax information, credit limits, opening balances, and more, and start creating transactions for them.

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## Sync and View Emails of Imported Customers

To sync and view emails of your Microsoft 365 customers in Zoho Books:

*   Go to _Sales_ on the left sidebar and select **Customers**.
*   Select the customer whose email you wish to sync into Zoho Books.
*   Navigate to the **Mails** tab on the customer’s details page.
*   Click the _System Mails_ dropdown, and select the required email.

![Sync and View Email](/books/help/images/integrations/microsoft-365/view-mail.png)

You can now view all email conversations with the customer, including any attachments.

### Add Email to Invoices and Quotes

To associate an email and its attachments when recording quotes or invoices for a Microsoft 365 customer:

*   Go to _Sales_ on the left sidebar and select **Customers**.
*   Select the customer whose emails you want to attach to a quote or invoice.
*   Navigate to the **Mails** tab.
*   Click the _System Mails_ dropdown and select the required email.
*   Select the email conversation that you want to associate with an invoice or quote.
*   In the pane that appears, click the _Add Email To_ dropdown, and select **Invoice** or **Quote**, based on your preference.

![Add Email](/books/help/images/integrations/microsoft-365/add-email-invoices.png)

You’ll be redirected to the respective transaction’s creation page, where the email will be attached. You can enter the required details and save the transaction.

### Add Email to Customer Activity

To add your customer’s email conversations as customer activity:

*   Go to _Sales_ on the left sidebar and select **Customers**.
*   Select the required customer.
*   Navigate to the Mails tab.
*   Click the _System Mails_ dropdown and select the required email.
*   Select the email conversation that you want to add as customer activity.
*   In the pane that appears, click the _Add mail to_ dropdown, and select **Customer Activity**.

![Add Email](/books/help/images/integrations/microsoft-365/customer-activity.png)

The respective email will be associated with the customer, and you can view it at the bottom of the customer’s details page.

### Add Email Attachments to Customer

You can add your customer’s email conversations and their attachments as part of the customer’s activity. Here’s how:

*   Go to _Sales_ on the left sidebar and select **Customers**.
*   Select the required customer.
*   Navigate to the **Mails** tab.
*   Click the _System Mails_ dropdown and select the required email.
*   Select the email conversation to attach to the customer’s activity.
*   In the pane that appears, select the **Attachment** icon, or click the _Add Email To_ dropdown, and select **Add Email Attachments to Customer** under _Other Actions_.

![Add Email Attachments](/books/help/images/integrations/microsoft-365/add-email-customers.png)

*   In the pop-up that appears, select the required attachment, and click **Attach**.

![Add Email Attachments](/books/help/images/integrations/microsoft-365/associate-attachment-customer.png)

The selected attachments in the email will be associated with the customer in Zoho Books, and you can view them by clicking the **Attach** icon in the top right of the customer’s details page.

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## Invite Users From Microsoft 365

You can import and invite users directly from your Microsoft 365 account into Zoho Books. Here’s how:

*   Log in to your Zoho Books organization.
*   Go to **Settings** in the top right corner.
*   Select **Users** under _Users & Roles_.
*   Click the dropdown next to _Invite User_ at the top right corner of the page, and select **Invite Microsoft 365 User**.

![Invite Users](/books/help/images/integrations/microsoft-365/invite-user-microsoft.png)

*   In the pop-up that appears, select the user that you want to invite and click **Next**.
*   Assign a role to the user and click **Send Invite**.

![Invite users](/books/help/images/integrations/microsoft-365/invite-user-png.png)

The invited users will receive an email with a link to join your Zoho Books organization.

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## Disable Integration

To disable the integration with Microsoft 365:

*   Go to **Settings** in the top right corner.
*   Select **Other Apps** under _Integrations and Marketplace_.
*   Click **Disable Integration** next to _Microsoft 365/Outlook_.

![Disable Integration](/books/help/images/integrations/microsoft-365/disable-integartion.png)

*   In the pop-up that appears, click **Disable Integration** to confirm.

![Disbale Integration](/books/help/images/integrations/microsoft-365/disable-integration-pop-up.png)

The integration with Microsoft 365 will be disabled. However, any customers and users imported from Microsoft 365 will remain as standalone customers and users in your Zoho Books organization.